Rules
· Available to Promise
· Forecast
· Picking
· Pick slip grouping
Available to Promise (ATP)
This
rule helps us calculating the ATP details for an Order. Each rule is a
combination of ATP computation options, time fence options, and supply
and demand sources to use during an ATP inquiry. An ATP rule canot be
deleted, but it can be renamed or redefined by updating the fields in an
existing rule.
To define an available to promise rule:
1. Go to Inventory Superuser responsibility à Setup à Rule
2. Navigate to the ATP Rules window.
3. Enter a unique name for the rule.
4. Optionally, select a type of consumption. You can choose both.
1. Forward: Uses the available quantity from future periods to cover a period shortage.
2. Backward: Uses the available quantity from prior periods to cover a period shortage.
3. If
you selected Backward consumption, indicate whether ATP information
should be calculated by carrying available quantity from one period over
to the next (Accumulation).
4. If
you choose to accumulate available quantity, enter the number of days
to define this window of time in the Accumulation Window field.
5. Enter
the number of days to determine the past due demand and supply time
fence dates. When calculating the ATP quantity of an item, Oracle
Inventory does not consider any demand or supply source scheduled before
these dates.
6. Select an Infinite Supply Option to determine the infinite supply time fence date.
7. When
calculating the ATP quantity of an item, Oracle Inventory does not
consider any supply source scheduled on or after this date. The infinite
supply time fence date marks the end of the ATP horizon, after which
Inventory assumes infinite supply is available to cover any scheduled
demand.
Cumulative total lead time: Use the cumulative total lead time of the item.
Cumulative mfg lead time: Use the cumulative manufacturing lead time of the item.
Total lead time: Use the preprocessing, manufacturing, and postprocessing lead times of the item.
User-defined time fence: Use a lead time you specified when you defined the item
8. If
you choose the User-defined time fence option, enter the number of lead
time days in the Days field. This field is not available with other
Infinite Supply options.
9. Indicate
whether to calculate ATP based on defined demand classes. Demand
classes allow you to segregate scheduled demand into user-defined
groups.
10. If
you choose to calculate ATP based on defined demand classes the
following Supply Source options are not available: on-hand available,
interorg transfers, purchase orders, internal and supplier requisitions.
11. Select Demand and Supply Sources to use in ATP calculations.
12. Save your work.
You
can define multiple ATP rules to reflect the specific needs of your
organization, and then use different rules to calculate availability for
different items or groups of items. Each time you run an ATP check, the
rule determines how existing supply and demand are matched.
You
can choose one of the ATP rules you define as the default ATP rule for
your organization. You can update the item attribute ATP Rule to specify
a default ATP rule for each item.
Forecast
You
can define forecast rules to use when loading forecasts. Defining
forecast rules includes choosing forecast source options, entering
statistical forecast parameters, and entering and adjusting initial
seasonality indices.
To define a forecast rule:
1. Navigate to the Forecast Rules window.
2. Enter a unique name for the rule.
3. Indicate whether the bucket type is days, weeks, or periods.
4. Determine
the transaction types to use as demand sources. The quantities
associated with each source are used when calculating historical usage:
Sales Order Shipments: Includes sales order issue quantities.
Issues to WIP: Includes WIP issue quantities.
Miscellaneous Issues: Includes quantities issued with user-defined transaction sources, account numbers, and account aliases.
Inter-Org Transfers: Includes quantities issued to other organizations.
5. Indicate the forecast method to use:
Focus:
Uses focus forecasting algorithms to forecast demand for the item. This
procedure tests the selected items against a number of forecasting
techniques and chooses the best one, based on history, as the technique
to forecast future demand.
Statistical: Uses exponential smoothing, trend, and seasonality algorithms to forecast demand for the item.
If you choose statistical forecasting, continue with the following steps:
6. Enter the maximum number of past periods upon which to base the forecast
7. Enter
the factor by which to smooth demand for each successive period in the
forecast. This levels demand throughout the forecast, reducing dramatic
upward or downward fluctuations.
You
can enter values from 0 to 1. Values closer to 0 give more weight to
past demand; values closer to 1 give more weight to current demand.
8. Indicate whether to base the forecast on a trend model.
Turning this option on performs smoothing on the upward or downward trend in demand.
9. Enter
the factor by which to smooth the trend change in demand from period to
period. This produces a more linear rise or fall in demand from period
to period over the course of the forecast.
You
can enter values from 0 to 1. Values closer to 1 give more weight to
recent changes and trends. Values closer to 0 give more weight to
historical trend.
10. Indicate whether to base the forecast on a seasonality model.
Turning this option on bases the forecast on a seasonal adjustment you define for the forecast rule.
11. Enter
the factor by which to smooth the seasonality indices you define by
period for this forecast rule. This produces a more even pattern of
seasonal demand from period to period over the course of the forecast.
You
can enter values from 0 to 1. Values closer to 0 give more weight to
past seasonal indices; values closer to 1 give more weight to current
seasonal indices.
12. Enter
an index that describes the seasonal influence on the period. For
example, 2 indicates that you expect the forecast to double in that
period because of seasonal factors.
13. Save your work.
You can delete a forecast rule if there are no references to it.
Picking
When
you define an item you choose a picking rule to determine the order in
which revisions, lots, subinventories, and locators are picked for sales
orders. Oracle Order Entry / Shipping submit requests to Oracle
Inventory, which uses the information you enter in the Picking Rules
window to generate pick lists for sales orders.
If
you choose None for any of the criteria fields, Inventory ignores that
criterion. For example, if you choose None for Revision, Inventory picks
units of an item without regard to revision levels.
Oracle
Inventory looks at the picking criteria in the order in which they
appear in the Picking Rules window. Then, Inventory looks at the options
(except for None options) for each criterion in the order in which they
appear beneath each criterion.
To define a picking rule:
1. Navigate to the Picking Rules window.
2. Enter a unique name for the rule.
3. Select an option for revision order:
Revision: Pick most recent revision.
Effective Date: Pick earliest revision effective date.
None: Do not consider revision levels in the picking process.
4. Select an option for lot order:
Expiration Date: Pick earliest lot expiration date.
Receipt Date: Pick earliest lot receipt date, the date you received items into their current location.
Lot Number: Pick lowest lot number.
None: Do not consider lot numbers in the picking process.
5. Select an option for subinventory order:
Subinventory: Pick by order defined for each subinventory.
Receipt Date: Pick earliest subinventory receipt date.
None: Do not consider subinventories in the picking process.
6. Select an option for locator order:
Locator: Pick items according to the picking order defined for each locator.
Receipt Date: Pick items according to the earliest locator receipt date.
None: Do not consider locators in the picking process.
7. Save your work.
You can delete a picking rule if there are no references to it.
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